Thermo Fisher Scientific (TMO)

Sector:Health Care
Super Investor Stats:
Ownership count:13
Ownership rank:22
% of all portfolios:0.286%
Hold Price * :$572.77
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
David Katz - Matrix Asset Advisors Add 5.65% 1,206 0.05
Robert Olstein - Olstein Capital Management Add 5.47% 350 0.04
Q4  2025
Lindsell Train Reduce 15.66% 128,026 1.88
Viking Global Investors Buy 793,187 1.23
Wallace Weitz - Weitz Investment Management Reduce 10.30% 15,500 0.53
Polen Capital Management Reduce 97.99% 112,206 0.49
Daniel Loeb - Third Point Buy 50,000 0.40
Robert Olstein - Olstein Capital Management Reduce 20.00% 1,600 0.19
Thomas Gayner - Markel Group Add 12.54% 7,000 0.03
First Pacific Advisors Add 1.69% 3,626 0.03
William Von Mueffling - Cantillon Capital Management Add 0.76% 6,552 0.02
David Katz - Matrix Asset Advisors Reduce 0.79% 170 0.01
Mairs & Power Funds Reduce 23.21% 375 0.00
Q3  2025
Polen Capital Management Reduce 94.77% 2,075,835 3.26
First Pacific Advisors Add 146.02% 127,576 0.87
Lindsell Train Reduce 4.34% 37,083 0.44
AKO Capital Sell 100.00% 26,427 0.14
William Von Mueffling - Cantillon Capital Management Reduce 1.08% 9,495 0.03
Thomas Gayner - Markel Group Add 12.61% 6,250 0.02
David Katz - Matrix Asset Advisors Add 0.63% 134 0.01
Dodge & Cox Funds Reduce 0.77% 200 0.00
Bill Nygren - Oakmark Funds Buy 541 0.00
Q2  2025
Lindsell Train Add 67.97% 345,822 3.31
AKO Capital Reduce 92.06% 306,418 1.62
Robert Olstein - Olstein Capital Management Buy 8,000 0.61
Wallace Weitz - Weitz Investment Management Add 19.26% 24,300 0.53
First Pacific Advisors Buy 87,370 0.51
David Katz - Matrix Asset Advisors Add 36.06% 5,665 0.23
Polen Capital Management Reduce 5.69% 132,134 0.16
William Von Mueffling - Cantillon Capital Management Reduce 2.83% 25,508 0.06
Torray Funds Sell 100.00% 403 0.03
Thomas Gayner - Markel Group Add 10.11% 4,550 0.02
Mairs & Power Funds Add 23.74% 310 0.00
Dodge & Cox Funds Reduce 0.63% 165 0.00
Q1  2025
Daniel Loeb - Third Point Sell 100.00% 350,000 2.48
Lindsell Train Add 24.94% 101,550 1.40
Polen Capital Management Reduce 5.64% 138,713 0.22
David Katz - Matrix Asset Advisors Reduce 19.24% 3,744 0.20
Wallace Weitz - Weitz Investment Management Add 4.95% 5,950 0.16
AKO Capital Add 6.07% 19,061 0.12
William Von Mueffling - Cantillon Capital Management Reduce 3.02% 28,097 0.09
Thomas Gayner - Markel Group Add 9.49% 3,900 0.02
Dodge & Cox Funds Reduce 0.06% 15 0.00
Mairs & Power Funds Reduce 19.18% 310 0.00
Q4  2024
Lindsell Train Buy 407,240 5.30
Daniel Loeb - Third Point Buy 350,000 2.48
AKO Capital Reduce 25.90% 109,689 0.79
Polen Capital Management Reduce 12.31% 345,591 0.49
William Von Mueffling - Cantillon Capital Management Add 16.38% 130,870 0.41
Thomas Gayner - Markel Group Add 16.10% 5,700 0.03
David Katz - Matrix Asset Advisors Reduce 1.50% 297 0.02
Dodge & Cox Funds Reduce 2.41% 645 0.00
Mairs & Power Funds Reduce 2.94% 49 0.00
Q3  2024
AKO Capital Reduce 19.22% 100,775 0.81
Polen Capital Management Reduce 9.52% 295,224 0.47
Wallace Weitz - Weitz Investment Management Reduce 3.99% 5,000 0.15
William Von Mueffling - Cantillon Capital Management Reduce 2.90% 23,838 0.09
Thomas Gayner - Markel Group Add 20.41% 6,000 0.03
David Katz - Matrix Asset Advisors Reduce 2.16% 436 0.03
Torray Funds Buy 403 0.03
Dodge & Cox Funds Reduce 0.09% 25 0.00
Mairs & Power Funds Reduce 8.01% 145 0.00
Q2  2024
Chris Hohn - TCI Fund Management Sell 100.00% 1,517,639 2.22
AKO Capital Add 13.92% 64,065 0.49
Viking Global Investors Sell 100.00% 128,489 0.28
Polen Capital Management Reduce 4.81% 156,917 0.22
William Von Mueffling - Cantillon Capital Management Reduce 4.84% 41,876 0.15
David Katz - Matrix Asset Advisors Reduce 3.91% 822 0.05
Thomas Gayner - Markel Group Add 19.03% 4,700 0.03
Lee Ainslie - Maverick Capital Sell 100.00% 749 0.01
Mairs & Power Funds Add 17.46% 269 0.00
Dodge & Cox Funds Reduce 0.03% 7 0.00
Q1  2024
AKO Capital Add 180.71% 296,246 2.44
Chris Hohn - TCI Fund Management Reduce 51.77% 1,628,743 2.38
Polen Capital Management Add 60.29% 1,225,807 1.64
Viking Global Investors Reduce 76.14% 409,996 0.89
David Katz - Matrix Asset Advisors Reduce 4.35% 956 0.07
William Von Mueffling - Cantillon Capital Management Reduce 1.96% 17,303 0.06
Thomas Gayner - Markel Group Add 26.02% 5,100 0.03
Lee Ainslie - Maverick Capital Reduce 50.76% 772 0.01
Wallace Weitz - Weitz Investment Management Add 0.10% 120 0.00
Q4  2023
AKO Capital Reduce 51.56% 174,490 1.32
Viking Global Investors Reduce 40.15% 361,230 0.70
Polen Capital Management Reduce 5.48% 117,908 0.15
William Von Mueffling - Cantillon Capital Management Reduce 2.41% 21,746 0.08
Chris Hohn - TCI Fund Management Reduce 1.47% 46,800 0.07
Thomas Gayner - Markel Group Add 44.12% 6,000 0.03
David Katz - Matrix Asset Advisors Reduce 1.20% 267 0.02
Lee Ainslie - Maverick Capital Add 94.25% 738 0.01
Bill & Melinda Gates Foundation Trust Sell 100.00% 5,675 0.01
Q3  2023
John Armitage - Egerton Capital Sell 100.00% 562,479 3.03
Wallace Weitz - Weitz Investment Management Add 20.62% 21,380 0.60
Viking Global Investors Add 7.98% 66,482 0.14
Polen Capital Management Reduce 3.91% 87,621 0.12
AKO Capital Reduce 2.07% 7,146 0.06
Chris Hohn - TCI Fund Management Add 0.63% 20,000 0.04
Thomas Gayner - Markel Group Add 65.85% 5,400 0.03
William Von Mueffling - Cantillon Capital Management Reduce 0.38% 3,451 0.01
Bill & Melinda Gates Foundation Trust Buy 5,675 0.01
Lee Ainslie - Maverick Capital Buy 783 0.01

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.